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13F-HR filed by Sandhill Capital Partners LLC

Sandhill Capital Partners LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 107 holding rows worth $1,432,711,638.

Accession
0001556245-25-000007
Filed
2025-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 108 entries on the cover page, a total value of $1,432,711,638 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,432,711,638 with VALUE read as dollars as filed, 13F file number 028-15042. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS929,940$85,322,002dollars as filed
PALO ALTO NETWORKS INC697435105COM414,545$84,409,666dollars as filed
AMPHENOL CORP NEW032095101COM632,231$78,238,544dollars as filed
Uber Technologies90353T100COM655,374$64,206,952dollars as filed
AECOM COM00766T100Stock486,768$63,508,568dollars as filed
ServiceNow,Inc.81762P102COM67,598$62,209,168dollars as filed
General Electric Company369604301COM196,540$59,123,188dollars as filed
ARISTA NETWORKS INC040413205COM387,255$56,426,926dollars as filed
Charles Schwab Corp808513105COM589,042$56,235,851dollars as filed
SPX TECHNOLOGIES INC78473E103COM282,030$52,677,563dollars as filed
Intuitive Surgical,Inc.46120E602COM117,681$52,630,576dollars as filed
HUBBELL INC COM443510607Stock113,005$48,627,396dollars as filed
USBANCORPDEL902973304COM NEW993,794$48,030,043dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock89,735$46,945,965dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock132,394$46,504,716dollars as filed
Linde plcG54950103COM92,062$43,729,321dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock97,046$40,949,509dollars as filed
S&P Global,Inc.78409V104COM81,939$39,880,568dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock108,253$33,530,385dollars as filed
Booking Holdings Inc.09857L108COM6,192$33,429,800dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM244,216$31,455,032dollars as filed
SERVICETITAN INC SHS CL A81764X103Stock268,392$27,061,965dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock103,328$23,750,974dollars as filed
Danaher Corporation235851102COM117,431$23,281,896dollars as filed
CRANE COMPANY COMMON STOCK224408104Stock95,368$17,561,083dollars as filed
Microsoft Corp594918104COM27,503$14,245,082dollars as filed
Broadcom Inc.11135F101COM42,855$14,138,293dollars as filed
Apple Inc037833100COM49,245$12,539,149dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS115,276$11,608,313dollars as filed
JPMorgan Chase & Co46625H100COM34,937$11,020,336dollars as filed
BlackRock,Inc.09290D101COM6,849$7,985,044dollars as filed
Caterpillar Inc.149123101COM16,098$7,681,161dollars as filed
American Express Company025816109COM22,682$7,534,219dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock66,073$7,264,781dollars as filed
Procter & Gamble Co742718109COM40,426$6,211,501dollars as filed
Home Depot, Inc437076102COM15,027$6,088,993dollars as filed
Waste Management, Inc.94106L109COM27,478$6,068,077dollars as filed
CME Group Inc. Class A12572Q105COM22,094$5,969,578dollars as filed
Chevron Corporation166764100COM34,791$5,402,694dollars as filed
McDonalds Corporation580135101COM17,527$5,326,432dollars as filed
Goldman Sachs Group,Inc.38141G104COM6,674$5,314,840dollars as filed
Johnson & Johnson478160104COM28,017$5,195,005dollars as filed
Qualcomm Incorporated747525103COM31,226$5,194,841dollars as filed
UnitedHealth Group Inc91324P102COM14,527$5,016,173dollars as filed
Coca-Cola Company191216100COM74,169$4,918,888dollars as filed
Visa Inc92826C839COM13,836$4,723,334dollars as filed
PAYCHEX INC704326107COM36,597$4,639,036dollars as filed
Amazon.com, Inc023135106COM20,318$4,461,223dollars as filed
Texas Instruments Incorporated882508104COM23,876$4,386,737dollars as filed
Merck & Co.,Inc.58933Y105COM48,094$4,036,571dollars as filed
Salesforce.com, Inc79466L302COM16,712$3,960,744dollars as filed
Verizon Communications Inc92343V104COM81,058$3,562,499dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,726$1,824,353dollars as filed
Vanguard S&P 500 ETF922908363COM2,549$1,560,883dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock14,021$1,381,068dollars as filed
3M CO COM88579Y101Stock8,536$1,324,694dollars as filed
SYSCOCORP871829107COM16,074$1,323,533dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock16,572$1,288,804dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS13,105$1,144,198dollars as filed
GENERAL MILLS INC COM370334104Stock17,039$859,106dollars as filed
BROADSTONE NET LEASE INC COM11135E203REIT45,769$817,892dollars as filed
Intel Corp458140100COM23,696$795,001dollars as filed
Tesla Motors, Inc88160R101COM1,725$767,142dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock2,400$688,944dollars as filed
DOW HLDGS INC COM260557103Stock29,180$669,107dollars as filed
Vanguard Small-Cap ETF922908751SHS2,612$664,179dollars as filed
Berkshire Hathaway Inc084670702COM1,318$662,611dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock8,000$639,520dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock1,800$549,738dollars as filed
IJH464287507COM8,157$532,335dollars as filed
EXXON MOBIL CORP30231G102COM4,600$518,650dollars as filed
Automatic Data Processing,Inc.053015103COM1,699$498,656dollars as filed
Honeywell Technologies438516106COM2,290$482,045dollars as filed
AT&T Inc00206R102COM16,772$473,641dollars as filed
IDEX CORP COM45167R104Stock2,907$473,143dollars as filed
M & T BK CORP COM55261F104Stock2,365$467,371dollars as filed
Mondelez International,Inc. Class A609207105COM6,923$432,480dollars as filed
UNITED RENTALS INC COM911363109Stock452$431,506dollars as filed
ZOETIS INC CL A98978V103Stock2,750$402,321dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT6,792$367,375dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT2,588$364,753dollars as filed
SPDR GOLD TR78463V107GOLD SHS996$354,077dollars as filed
Adobe Inc00724F101COM973$343,226dollars as filed
Intuit Inc.461202103COM497$339,406dollars as filed
Vanguard Long-Term Corporate Bond ETF92206C813SHS4,143$321,704dollars as filed
TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS88032Q109Equity3,646$310,457dollars as filed
TRANSMEDICS GROUP INC89377M109COM2,674$300,023dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,213$294,880dollars as filed
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS502441306AMERICAN DEPOSITORY2,359$288,529dollars as filed
GRACO INC COM384109104Stock3,256$276,630dollars as filed
VanEck Bitcoin Trust92189K105SHS8,416$272,426dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS2,417$269,388dollars as filed
Walt Disney Co254687106COM2,326$266,327dollars as filed
LAKE SHORE BANCORP INC510704109COM20,000$260,000dollars as filed
MasterCard, Inc57636Q104COM431$245,157dollars as filed
Avantis US Equity ETF025072885SHS2,017$219,253dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock287$217,589dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM3,491$217,210dollars as filed
D R HORTON INC COM23331A109Stock1,279$216,752dollars as filed
TRUIST FINL CORP COM89832Q109Stock4,737$216,576dollars as filed
Progressive Corporation743315103COM862$212,871dollars as filed
iShares Russell 2000 ETF464287655SHS877$212,277dollars as filed
International Business Machines Corporation459200101COM730$205,977dollars as filed
GOLDEN MATRIX GROUP INC381098300COM173,006$195,497dollars as filed
GAIN THERAPEUTICS INC36269B105COM15,400$27,258dollars as filed
WEALTH MINERALS LTD F946885209FGC17,795$1,868dollars as filed
ENZOLYTICS INC294112107COM100,000$30dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001556245-25-000007this filing2025-11-13acceptance time not in the bulk data set